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Rockwell Automation shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Rockwell Automation

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All positions including Rockwell Automation held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $536k 1.5k 358.88

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View all positions for Circle Wealth Management

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Morgan Stanley
UBS Group
Goldman Sachs Group
Invesco
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
Bank of America Corporation
Amundi

View all funds holding Rockwell Automation